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Forrester Research
FORR

Overview Fund Activity

96 hedge funds and large institutions have $401M invested in Forrester Research in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 51 reducing their positions, and 7 closing their positions.

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
21
Reduced
51
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$11.2M
2
SFM
2
Systematic Financial Management
New Jersey
$1.94M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.8M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$7.56M
5
Deutsche Bank
5
Deutsche Bank
Germany
$925K

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$44.6M
2
BFA
2
BlackRock Fund Advisors
California
$22.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$97.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$508K
5
EIP
5
Epoch Investment Partners
New York
$18.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$97.7M 2,578,484 -52,060 -2%
PCP
2
P2 Capital Partners
New York
$44.6M 1,177,995 -329,522 -22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.7M 835,958 -25,401 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.8M 654,366 +18,227 +3%
BFA
5
BlackRock Fund Advisors
California
$22.3M 587,629 -103,550 -15%
EIP
6
Epoch Investment Partners
New York
$18.4M 486,436 -43,066 -8%
ACM
7
American Capital Management
New York
$17M 449,012 +4,102 +0.9%
RA
8
Royce & Associates
New York
$16.3M 431,163 -42,494 -9%
BIT
9
BlackRock Institutional Trust
California
$13.3M 351,060 -4,186 -1%
Norges Bank
10
Norges Bank
Norway
$11.2M 295,806 +147,903 +100%
State Street
11
State Street
Massachusetts
$9.66M 254,985 -4,709 -2%
Renaissance Technologies
12
Renaissance Technologies
New York
$8.64M 228,000 -23,600 -9%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$8.29M 218,901 -637 -0.3%
USAA
14
United Services Automobile Association
Texas
$8.16M 215,409 – –
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$7.56M 199,573 +16,833 +9%
Northern Trust
16
Northern Trust
Illinois
$6.01M 158,635 -29,328 -16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.95M 157,192 -2,815 -2%
Principal Financial Group
18
Principal Financial Group
Iowa
$2.78M 73,324 -9,503 -11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.72M 71,776 -7,717 -10%
Invesco
20
Invesco
Georgia
$2.51M 66,356 -1,237 -2%
NFA
21
Nationwide Fund Advisors
Ohio
$2.22M 58,709 -3,177 -5%
SFM
22
Systematic Financial Management
New Jersey
$1.94M 51,335 +51,335 New
Ameriprise
23
Ameriprise
Minnesota
$1.91M 50,422 -388 -0.8%
TCIM
24
TIAA CREF Investment Management
New York
$1.9M 50,263 -4,477 -8%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.69M 44,641 -2,900 -6%
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